Highwoods Properties (HIW) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Highwoods Properties reported revenue of $203.36 million for Q4 2025, a year-over-year decline of 1.1% and a surprise of -2.39% compared to the Zacks Consensus Estimate of $208.34 million [1] - The company achieved an EPS of $0.90, a significant improvement from -$0.03 a year ago, with a surprise of +7.26% over the consensus estimate of $0.84 [1] Revenue Breakdown - Lease termination fees, net, were reported at $0.33 million, a decrease of 67.1% year-over-year, compared to the average estimate of $0.5 million [4] - Contractual rents, net, amounted to $169.85 million, down 2.4% from the previous year and below the average estimate of $173.46 million [4] - Other miscellaneous operating revenues were reported at $14.2 million, exceeding the average estimate of $11.3 million, reflecting a year-over-year increase of 32.5% [4] - Cost recoveries billed under lease arrangements, net, were $14.6 million, which is a 16.6% decline year-over-year and below the average estimate of $17.04 million [4] - Straight-line rental income, net, was reported at $4.38 million, surpassing the average estimate of $3.65 million, with a year-over-year increase of 91.4% [4] Stock Performance - Highwoods Properties' shares have returned -5.3% over the past month, while the Zacks S&P 500 composite remained unchanged [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]